Senior Director - Wealth Planning
I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. Focusing on each client’s unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions working towards pre-agreed long term goals.
My career in wealth management started in the late 1990's in the private banking arm of a US investment bank, and later with a Swiss private bank, as an executive director, when the business was divested. This has provided me with a broad experience of international investment markets (in addition to the UK) and the typical challenges which face high net worth families. I hold an M.B.A. from Imperial College Business School, I am a Chartered Wealth Manager awarded by the Chartered Institute for Securities & Investments (CISI) to recognise senior members in the retail sector at the pinnacle of their profession, and I also hold the Private Client Investment Advice & Management qualification, awarded by the CISI.
I have a passion for financial education as a driver for social mobility, and have run an investment programme for students from schools in London and Liverpool at Investec for many years. I also represent Investec on the Children's Financial Education Council of TISA (a cross-industry body with over 200 member firms from all areas of UK financial services). I enjoy skiing, collecting and tasting wine as well as watching rugby, cricket and football. I also read extensively, typically a mixture of fiction and non-fiction and am especially interested in economic history.
My areas of expertise
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Helping private clients with your life goals and investment choices
At Investec we develop strong long-term personal relationships with our clients, so we can help them wherever and whenever required.